Product
Everything from first enquiry to AMC and service, on one record.
HelioLattice connects the work of sales, survey, projects, store, accounts and your channel partners. Each module reads and writes the same customer and the same job, so a fact is entered once and every team sees it.
What is HelioLattice? Operations software for solar installation and EPC companies. It runs enquiries, site surveys, quotations, delivery checklists, material stock, payments and after-sales service on one job record, with role-based access for every team.
Nine modules
One platform, one yearly plan, every module included.
Pick any module to see how it works on a real job.
Enquiries and pipeline
- Solar-specific pipeline stages
- Bulk import, assignment and follow-ups
- Call logging and a shared phonebook
- Internal and channel-partner referrals
Phone survey to proposal
- Roof, electrical and structural survey on a phone
- Bill of materials priced from your catalogue
- Approval queue and revision history
- Customer proposal with savings and payback
Your delivery checklist
- Stages, documents and utility steps you define
- Each stage assigned to a named person
- Every live job measured against the checklist
- Tasks, reminders and document verification
Materials and warehouses
- Catalogue with brands and price history
- Multiple warehouses and stock transfers
- Issue to and return from projects
- A full movement ledger
Payments and expenses
- Receipts, expenses and payment requests
- Proof, review and approval on every claim
- Receivables, payables and ledgers
- Export to Excel, Tally XML and Tally JSON
AMC and service finance
- AMC invoices and receipts
- Service expenses against the ticket
- Warranty replacement and vendor recovery
- Support tickets linked to the project
Owner and manager reports
- Twenty-one reports across leads, jobs and money
- Partner and salesperson performance
- A personal work queue for every user
- Role-scoped, so each person sees their own view
Partner portal
- Separate login for dealers and agents
- Submit enquiries and track each one
- Commission status visible to the partner
- Convert partner leads inside your team
Roles and permissions
- 269 permissions across 26 areas
- Data scopes: all, assigned or managed
- Stage-level access on delivery workflows
- Audit trail of changes
How the modules connect
Work done in one place shows up everywhere it matters.
The value is in the links between modules. Each connection below removes a copy-paste step your team does today.
Enquiry to customer
A won enquiry converts to a customer and a project with its survey, call history and documents attached.
Survey to quotation
Survey details feed the quotation, which prices a bill of materials from the same catalogue the store maintains.
Project to stock
Material is issued from a warehouse to the project, and returns and transfers are recorded in the movement ledger.
Project to money
Receipts, expenses and service costs are recorded against the same project, so pending balances are visible per job.
Partner to team
An enquiry submitted by a channel partner appears in your pipeline, and the partner follows its status and commission.
Role to screen
Permissions decide what each person can see and do on every one of these steps, down to the individual delivery stage.
Also in the platform
The daily tools your team already needs.
Personal work queue
What is due today for each user.
Reminders
Contextual reminders on leads and jobs.
Tasks
A task board with assignment and teams.
Documents
Upload, verify and download per job.
Document templates
Generate customer documents from templates.
Call logging
Dial from a shared phonebook and log outcomes.
Attendance
Daily check-in and check-out for field staff.
Notifications
In-app alerts for assignments and approvals.
Support tickets
Raise and resolve tickets against a project.
Quick quote
A fast quotation builder for simple jobs.
Regional helpers
Kerala bill and transformer lookup for KSEB work.
Audit trail
Who changed what, and when.
Questions
About the platform.
What does HelioLattice include?
How do the modules work together?
Can we define our own delivery stages?
Can our team use it from a phone?
Can our accountant keep using the accounting package they already use?
See the modules on your own jobs.
Bring a few real open jobs and we will walk through them module by module. We confirm your yearly plan and implementation fee in writing afterwards.